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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,303 | $202,342-51.9% | $172,753-43.7% | $152,909-36.4% |
| Participation rate | 85.0% | 87.1%-2.1pp | 82.6%+2.4pp | 82.5%+2.5pp |
| Annual return | 24.96% | 1029.88%-1004.9pp | 803.00%-778.0pp | 345.46%-320.5pp |
| Employer contribution / active EE | $2,380 | $5,857-59.4% | $5,144-53.7% | $4,764-50.0% |
| Participant deferral / active EE | $7,678 | $5,948+29.1% | $5,198+47.7% | $5,851+31.2% |
| Admin fee / account holder | $3,430 | $17,112-80.0% | $13,956-75.4% | $11,601-70.4% |